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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2201
Security Financial Services
Indiana
$726K +$22.7K +127 +3%
CISOA
2202
Capital Investment Services of America
Wisconsin
$724K – – –
PFA
2203
Petra Financial Advisors
Colorado
$719K +$710K +3,978 New
PCA
2204
Prosperity Capital Advisors
Ohio
$719K +$710K +3,978 New
AIA
2205
Alera Investment Advisors
Illinois
$718K -$263K -1,476 -27%
FC
2206
Financial Council
Maryland
$718K -$28.9K -162 -4%
EGM
2207
Engineers Gate Manager
New York
$716K +$707K +3,962 New
APC
2208
Aspire Private Capital
North Carolina
$715K -$2.85K -16 -0.4%
SCA
2209
Sippican Capital Advisors
Massachusetts
$713K – – –
SFA
2210
Souders Financial Advisors
Ohio
$712K +$8.21K +46 +1%
AC
2211
Apella Capital
Connecticut
$711K +$164K +921 +31%
GPI
2212
General Partner Inc
Pennsylvania
$710K +$701K +3,931 New
GWP
2213
Gateway Wealth Partners
Wisconsin
$710K +$701K +3,929 New
TIM
2214
Tortoise Investment Management
New York
$710K -$19.3K -108 -3%
BCM
2215
Basso Capital Management
Connecticut
$709K +$700K +3,924 New
OFG
2216
Oxford Financial Group
Indiana
$708K +$224K +1,257 +47%
PIM
2217
Profit Investment Management
Maryland
$708K – – –
CWA
2218
Consilium Wealth Advisory
Texas
$707K +$698K +3,912 New
WA
2219
Wealth Architects
California
$706K -$55.1K -309 -7%
HCM
2220
Hutchinson Capital Management
California
$705K -$13.2K -74 -2%
FCA
2221
FLC Capital Advisors
California
$703K +$694K +3,889 New
EWA
2222
EverSource Wealth Advisors
Alabama
$702K +$332K +1,861 +92%
1WA
2223
180 Wealth Advisors
Washington
$701K +$176K +984 +31%
WE
2224
Wealth Effects
Massachusetts
$700K +$68.7K +385 +11%
KFA
2225
Kelleher Financial Advisors
New York
$699K -$624K -3,500 -47%
87 88
89
90 91